Is Nvidia Selling More AI Chips Than Anyone Can Use?

Published 2026.10.21

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SUMMARY

Ed Elson, joined by Ed Zitron, Nicolas Owens, and Thierry Wizman, examines the implications of Nvidia’s AI chip oversupply, SpaceX’s financial performance, and France’s mounting fiscal crisis. The episode explores how hyperscalers’ overbuying of GPUs, data center construction delays, and global economic pressures are shaping technology and financial markets.

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